|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Black Cypress Capital Management LLC
✚
|
|
|---|---|
| CRD # | 151100 |
| SEC # | 801-118943 |
| CIK # | 0002022614 |
| AUM | $252.6 M (2025-03-28) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Phone | 904-280-6767 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Wesco International Inc | 32.0 | ||
| US Bancorp de | 14.2 | ||
| Halliburton Co | 8.8 | ||
| Schlumberger Ltd /NV/ | 8.0 | ||
| Facebook Inc | 7.9 | ||
| Wells Fargo & Co/MN | 7.3 | ||
| Floor & Decor Holdings Inc | 6.4 | ||
| Fortune Brands Home & Security Inc | 5.7 | ||
| Starbucks Corp | 4.8 | ||
| Carnival Corp | 4.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 47 | 30.3 |
| (b) Individuals (high net worth individuals) | 18 | 178.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 37.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 6.4 |
| (n) Other | 0 | 0.0 |
| Total | 148 | 252.6 |
| By Discretionary | ||
| Discretionary | 120 | 119.5 |
| Non-Discretionary | 28 | 133.1 |
| Total | 148 | 252.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.0 | |
| United States Persons | 247.6 | |
| Total | 148 | 252.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002022614] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Beckerman Institutional LLC
✚
|
NJ | 0.3 |
|
Macro Advisors Inc
✚
|
PA | 0.3 |
|
Gimbal Financial LLC
✚
|
IN | 0.3 |
|
Hemming& Wealth Management Inc
✚
|
MI | 0.3 |
|
Pelkonen and Associates LLC
✚
|
NY | 0.3 |
|
JP Wealth Management Inc
✚
|
SC | 0.3 |
|
Pacifica Partners Inc
✚
|
0.3 | |
|
CBG & Company Inc
✚
|
IN | 0.3 |
|
BNB Wealth Management LLC
✚
|
MD | 0.3 |
|
Westco Advisory Services Inc
✚
|
NY | 0.3 |